“My husband and I recently worked with Rodney and mapped out our investment goals and objectives. He took the time to meet us at a time convenient for us and laid out a plan in easy to understand terms. Investing is not something we were all that familiar with and Rodney listened to our needs and came up with possible solutions and then helped us implement strategies which were best suited for us. If you need guidance in the areas of investments, I would recommend you sit down with Mr. Griess and see what he can do for you. He did a great job for us.”
~ Lori
“Earlier this year we had a parent / parent-in-law pass away unexpectedly. We were not prepared on how to handle the onslaught of questions and pressures of settling the estate. Rodney gave us guidance and put us in touch with others who were experts in estate settlements. We’re thankful for having been introduced to Rodney and the resources he provided for our family during a difficult time.”
~ Terry
“Rodney helped us set up college plans for our children. He also showed my husband and I how to free up money we were spending in debt and now we are investing for our retirement for the first time. We are excited for what the future holds. Thanks Rodney!”
~ Melinda